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Congress SMid Growth ETF
CSMD

Overview Fund Activity

17 hedge funds and large institutions have $244M invested in Congress SMid Growth ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
7
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$184M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.94M
3
GT
3
Glenview Trust
Kentucky
$21M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.39M
5
CWM
5
Congress Wealth Management
Massachusetts
$6.84M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$0
2
FW
2
FullCircle Wealth
Texas
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$184M 6,665,482 +442,855 +7%
GT
2
Glenview Trust
Kentucky
$21M 759,773 +117,561 +18%
TC
3
TownSquare Capital
Utah
$9.49M 343,251 -414 -0.1%
MOS
4
MGO One Seven
Ohio
$8.34M 301,675 +9,336 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.94M 286,951 +265,207 +1,220%
CWM
6
Congress Wealth Management
Massachusetts
$6.84M 247,317 +45,286 +22%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$1.39M 50,085 +50,085 New
CP
8
Clarendon Private
Massachusetts
$1.15M 41,475 -1,321 -3%
DAS
9
Diversify Advisory Services
Utah
$901K 32,342 -1,719 -5%
PWG
10
Portside Wealth Group
Utah
$856K 30,963 -1,733 -5%
NG
11
Norden Group
Utah
$618K 22,349 -1,647 -7%
DWM
12
Diversify Wealth Management
Utah
$306K 10,985 -453 -4%
UBS Group
13
UBS Group
Switzerland
$293K 10,584 +10,584 New
FNWA
14
Financial Network Wealth Advisors
Utah
$212K 7,665 +723 +10%
Morgan Stanley
15
Morgan Stanley
New York
$174K 6,284 +4,291 +215%
HIA
16
Harbor Investment Advisory
Maryland
$59.2K 2,140 -750 -26%
BIG
17
Brooklyn Investment Group
New York
$26K 940 +940 New
CAM
18
Congress Asset Management
Massachusetts
– – -55,205 Closed
FW
19
FullCircle Wealth
Texas
– – -33,752 Closed
OMC
20
Old Mission Capital
Illinois
– – -11,033 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– – -8,700 Closed
Goldman Sachs
22
Goldman Sachs
New York
– – -7,659 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
– – -4,351 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –